Lazard, Inc.
LAZ- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001311370
In the last 90 days, Lazard, Inc. insiders filed 0 open-market purchases and 1 sale; 345 institutions reported holding it in 13F filings for Q2 2026, worth $4.26B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Lazard, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 261
- 0 vs. Q1 2021
- Shares held
- 80.9M
- −2.27M (−2.7%) vs. Q1 2021
- Total value
- $3.66B
- +$42.2M (+1.2%) vs. Q1 2021
- New holders
- 34
- 81 more added
- Sold out
- 34
- 99 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LAZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 345 | $4.26B |
| Q1 2026 | 337 | $3.91B |
| Q4 2025 | 336 | $4.31B |
| Q3 2025 | 341 | $4.41B |
| Q2 2025 | 302 | $4.15B |
| Q1 2025 | 286 | $3.80B |
| Q4 2024 | 294 | $4.17B |
| Q3 2024 | 274 | $4.00B |
| Q2 2024 | 257 | $2.94B |
| Q1 2024 | 228 | $2.96B |
| Q4 2023 | 165 | $2.17B |
| Q3 2023 | 195 | $1.97B |
| Q2 2023 | 198 | $2.12B |
| Q1 2023 | 210 | $2.11B |
| Q4 2022 | 210 | $2.25B |
| Q3 2022 | 216 | $2.31B |
| Q2 2022 | 215 | $2.44B |
| Q1 2022 | 234 | $2.65B |
| Q4 2021 | 251 | $3.44B |
| Q3 2021 | 241 | $3.68B |
| Q2 2021 | 261 | $3.66B |
| Q1 2021 | 262 | $3.63B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Lazard, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Miller Value Partners, LLC | 133,200 | $6.03M | 0.16% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 136,190 | $6.16M | 0.01% | −1,140−0.8% | Reduced |
| Natixis | 138,500 | $6.27M | 0.03% | −70,621−33.8% | Reduced |
| Wells Fargo & Company | 146,334 | $6.62M | 0.00% | +21,016+16.8% | Added |
| Voya Investment Management LLC | 151,394 | $6.85M | 0.01% | −21,718−12.5% | Reduced |
| Royal Bank of Canada | 155,062 | $7.02M | 0.00% | −1,661−1.1% | Reduced |
| Swedbank AB | 160,800 | $7.28M | 0.01% | +77,800+93.7% | Added |
| Capitolis Advisors LLC | 166,612 | $7.54M | 0.09% | +166,612 | New |
| Amundi | 170,706 | $7.72M | 0.01% | +170,706 | New |
| California State Teachers Retirement System | 174,201 | $7.88M | 0.01% | −1,906−1.1% | Reduced |
| Van Cleef Asset Management,Inc | 197,577 | $8.94M | 1.32% | −4,456−2.2% | Reduced |
| Principal Financial Group Inc | 200,327 | $9.06M | 0.01% | +4,734+2.4% | Added |
| HSBC Holdings PLC | 207,373 | $9.37M | 0.01% | +137,732+197.8% | Added |
| Artemis Investment Management LLP | 210,134 | $9.53M | 0.08% | −38,664−15.5% | Reduced |
| Two Sigma Advisers, LP | 211,000 | $9.55M | 0.03% | +10,500+5.2% | Added |
| Private Capital Advisors, Inc. | 212,521 | $9.62M | 1.63% | −53,888−20.2% | Reduced |
| River Road Asset Management, LLC | 220,793 | $9.99M | 0.11% | −32,024−12.7% | Reduced |
| California Public Employees Retirement System | 232,968 | $10.5M | 0.01% | −17,160−6.9% | Reduced |
| Raymond James & Associates | 240,576 | $10.9M | 0.01% | −5,786−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 241,967 | $10.9M | 0.02% | −676,647−73.7% | Reduced |
| Deutsche Bank AG | 262,817 | $11.9M | 0.01% | −370,097−58.5% | Reduced |
| Bank of New York Mellon Corp | 276,297 | $12.5M | 0.00% | −11,137−3.9% | Reduced |
| Brandywine Global Investment Management, LLC | 292,211 | $13.2M | 0.10% | +81,834+38.9% | Added |
| Renaissance Technologies LLC | 299,300 | $13.5M | 0.02% | −524,333−63.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 317,630 | $14.4M | 0.13% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 320,340 | $14.5M | 0.00% | +2,890+0.9% | Added |
| Barclays PLC | 364,394 | $16.5M | 0.01% | +288,303+378.9% | Added |
| Third Avenue Management LLC | 368,858 | $16.7M | 2.21% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 377,925 | $17.1M | 0.05% | −43,610−10.3% | Reduced |
| Foundry Partners, LLC | 382,548 | $17.3M | 0.59% | −11,918−3.0% | Reduced |
| Citigroup Inc | 446,779 | $20.2M | 0.02% | +79,359+21.6% | Added |
| Federated Hermes, Inc. | 462,637 | $20.9M | 0.04% | +25,609+5.9% | Added |
| Marshall Wace Asia Ltd | 465,393 | $21.1M | 0.45% | −513,283−52.4% | Reduced |
| Basswood Capital Management, L.L.C. | 466,472 | $21.1M | 0.88% | −103,351−18.1% | Reduced |
| Northern Trust Corp | 469,364 | $21.2M | 0.00% | −24,521−5.0% | Reduced |
| Todd Asset Management LLC | 497,548 | $22.5M | 0.51% | +445+0.1% | Added |
| First Trust Advisors LP | 513,035 | $23.2M | 0.03% | +312,322+155.6% | Added |
| Ceredex Value Advisors LLC | 540,900 | $24.5M | 0.27% | +540,900 | New |
| Hosking Partners LLP | 560,350 | $25.4M | 0.56% | −7,528−1.3% | Reduced |
| UBS Group AG | 583,836 | $26.4M | 0.01% | −472,566−44.7% | Reduced |
| Invesco Ltd. | 705,520 | $31.9M | 0.01% | −28,866−3.9% | Reduced |
| Nuveen Asset Management, LLC | 729,265 | $33.0M | 0.01% | −18,064−2.4% | Reduced |
| LSV Asset Management | 875,900 | $39.6M | 0.07% | +875,900 | New |
| Royce & Associates LP | 1,111,998 | $50.3M | 0.35% | −252,832−18.5% | Reduced |
| Fisher Asset Management, LLC | 1,276,419 | $57.8M | 0.04% | −114,048−8.2% | Reduced |
| Jennison Associates LLC | 1,307,504 | $59.2M | 0.04% | +151,540+13.1% | Added |
| Norges Bank | 1,384,206 | $62.6M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 1,443,920 | $65.3M | 0.00% | +254,329+21.4% | Added |
| Dimensional Fund Advisors LP | 1,462,853 | $66.2M | 0.02% | +41,411+2.9% | Added |
| Geode Capital Management, LLC | 1,529,034 | $69.2M | 0.01% | +49,048+3.3% | Added |
| Morgan Stanley | 1,602,307 | $72.5M | 0.01% | −397,119−19.9% | Reduced |
| RWC Asset Management LLP | 2,142,958 | $97.0M | 2.77% | −826,692−27.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,205,534 | $99.8M | 0.03% | +132,149+6.4% | Added |
| Epoch Investment Partners, Inc. | 2,241,993 | $101.5M | 0.54% | −295,513−11.6% | Reduced |
| JPMorgan Chase & Co | 3,770,572 | $170.6M | 0.02% | −759,632−16.8% | Reduced |
| Price T Rowe Associates Inc | 4,132,013 | $187.0M | 0.02% | −1,408,224−25.4% | Reduced |
| BlackRock Inc. | 4,184,991 | $189.4M | 0.01% | +308,605+8.0% | Added |
| Southeastern Asset Management IncSuperinvestorSoutheastern Asset Management (Longleaf) | 4,966,928 | $224.8M | 4.52% | +218,899+4.6% | Added |
| Ariel Investments, LLC | 7,657,001 | $346.5M | 3.26% | +708,047+10.2% | Added |
| FMR LLC | 9,670,682 | $437.6M | 0.03% | +931,553+10.7% | Added |
| Vanguard Group Inc | 9,676,850 | $437.9M | 0.01% | +628,089+6.9% | Added |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −161,300−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −144,963−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −106,969−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −66,739−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −42,771−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −31,356−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −29,188−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −11,108−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,319−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −8,002−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −7,258−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −6,970−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −5,419−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |